Amazon battles freight inflation as shipping costs jump 11% in Q3
Published . Updated .
Amazon's logistics network absorbed higher fuel and linehaul costs in the third-quarter while delivering more than 1.5 billion items same-day or overnight.
Directly affected
- AMZN Amazon Com+1.4% 30d
Named in this report.
Indirectly affected
- BWET Breakwave Tanker Shipping ETF+25.1% 18d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story.
- TIP iShares TIPS Bond ETF-0.5% 30d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- ZIM ZIM Integrated Shipping Services+1.3% 30d
ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story.
- MATX Matson-5.7% 9d
Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story.
- KEX Kirby+5.4% 30d
Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story.
- DAC Danaos
Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story.
- UPS United Parcel Service+3.1% 15d
United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “shipping costs” (transport and logistics) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AMZNNo price data for this ticker | — | — | — | — | — | — | — |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| IYTNo price data for this ticker | — | — | — | — | — | — | — |
| TIPNo price data for this ticker | — | — | — | — | — | — | — |
| ZIM | +0.38% | +1.68% | base | after close | after close | after close | after close |
| MATX | +0.75% | +2.33% | base | after close | after close | after close | after close |
| KEXNo price data for this ticker | — | — | — | — | — | — | — |
| DAC | -0.53% | -1.04% | base | after close | after close | after close | after close |
| UPSNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Amazon battles freight inflation as shipping costs jump 11% in Q3 FreightWaves
Source: FreightWaves
Price since this story was published: Amplify Commodity Trust (BWET)
| Company | When | Move | Status |
|---|---|---|---|
| Danaos (DAC) | three days earlier | -1.04% | final price |
| Danaos (DAC) | five days earlier | -0.53% | final price |
| Matson (MATX) | three days earlier | +2.33% | final price |
| Matson (MATX) | five days earlier | +0.75% | final price |
| ZIM Integrated Shipping Services (ZIM) | three days earlier | +1.68% | final price |
| ZIM Integrated Shipping Services (ZIM) | five days earlier | +0.38% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 62 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 63 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Amazon Com (AMZN), worth $15,001 - $50,000 on 26 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 31 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Amplify Commodity Trust (BWET)
Companies carried with this story
- BWET Amplify Commodity Trust
In “Amazon battles freight inflation as shipping costs jump 11% in Q3,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story
- IYT Ishares Tr
For “Amazon battles freight inflation as shipping costs jump 11% in Q3,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story
- TIP Ishares Tr
In “Amazon battles freight inflation as shipping costs jump 11% in Q3,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- ZIM ZIM Integrated Shipping Services
ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Amazon battles freight inflation as shipping costs jump 11% in Q3.” Reason on file: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
- MATX Matson
Matson (MATX) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Amazon battles freight inflation as shipping costs jump 11% in Q3.” Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
- KEX Kirby
In “Amazon battles freight inflation as shipping costs jump 11% in Q3,” Kirby (KEX) is linked, with no stored direction, medium confidence. Reason on file: Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
- DAC Danaos
Danaos (DAC) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Amazon battles freight inflation as shipping costs jump 11% in Q3.” Reason on file: Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
- WMT Walmart
Walmart (WMT) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Amazon battles freight inflation as shipping costs jump 11% in Q3.” Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
Amplify Commodity Trust (BWET)
On 29 Oct 2026, “Amazon battles freight inflation as shipping costs jump 11% in Q3” is the story that connects Amplify Commodity Trust (BWET) to this story.
For Amplify Commodity Trust (BWET), the reason on file says Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story
Also listed, Ishares Tr (IYT): iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story
The price range for Amplify Commodity Trust (BWET), and the dates in the story
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27.
How strong the case is around Amplify Commodity Trust (BWET)
46 out of 100
“Amazon battles freight inflation as shipping costs jump 11% in Q3” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.